Mutual Fund Advisor

Roles and Responsibilities :

• Provide expert advice on mutual funds to clients, ensuring they understand their investment options and risks.
• Process transactions, including new account openings, redemptions, and switches in a timely manner.
• Maintain accurate records of client interactions, transactions, and performance reports.
• Identify cross-selling opportunities for other financial products and services.

Job Requirements :

• 1-2 years of experience in the financial industry with a focus on mutual funds.

• valid NISM Mutual Fund certification (Series V-A)

• Excellent communication skills with ability to articulate complex financial concepts simply.

• 
  To Apply 
  Mail at recruitment@geplcapital,com